VWA
EQM

V Wealth Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

V Wealth Advisors’s Portfolio EQM Stock Details EQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,750
Closed -$214K – 228
2017
Q4 		$214K Buy
+2,750
New +$197K 0.11% 187
2017
Q3 		– Sell
-2,415
Closed -$178K – 783
2017
Q2 		$178K Buy
+2,415
New +$181K 0.08% 188

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

V Wealth Advisors's EQM Position: Q1 2018 in Review

V Wealth Advisors sold out of EQM Midstream Partners, LP (EQM) in Q1 2018, closing a stake of 2,750 shares — an estimated $214K sold.

V Wealth Advisors first reported a position in EQM in Q2 2017 and held it in 2 quarters. The position peaked at $214K in Q4 2017. 207 funds tracked by Wall St. Rank hold EQM as of Q1 2018.

  • V Wealth Advisors reported no remaining EQM Midstream Partners, LP position as of Q1 2018 after selling out during the quarter.
  • V Wealth Advisors sold 2,750 EQM Midstream Partners, LP shares in Q1 2018, an estimated $214K.
  • V Wealth Advisors first reported a position in EQM Midstream Partners, LP in Q2 2017 and held it in 2 quarters.
  • V Wealth Advisors's EQM Midstream Partners, LP position peaked at $214K in Q4 2017.
  • 207 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2018.

Based on V Wealth Advisors's 13F filing for Q1 2018, filed 11 Apr 2018.